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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,575 | $77,920+333.2% | $149,723+125.5% | $75,177+349.0% |
| Participation rate | 94.9% | 65.6%+29.3pp | 78.8%+16.1pp | 67.2%+27.7pp |
| Annual return | 17.98% | 31.72%-13.7pp | 134.50%-116.5pp | 160.75%-142.8pp |
| Employer contribution / active EE | $11,247 | $3,138+258.4% | $4,821+133.3% | $2,671+321.1% |
| Participant deferral / active EE | $10,208 | $3,411+199.2% | $5,682+79.6% | $4,126+147.4% |
| Admin fee / account holder | $64,917 | $5,951+990.9% | $13,215+391.2% | $5,651+1048.7% |